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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GL
1251
Graypoint LLC
New York
$363K +$63.1K +447 +19%
MC
1252
Mathes Company
New York
$361K – – –
BBPWM
1253
Blue Bell Private Wealth Management
Pennsylvania
$360K +$15.5K +110 +4%
FNBOMD
1254
First National Bank of Mount Dora
Florida
$357K – – –
LA
1255
LexAurum Advisors
Kansas
$357K +$28.1K +199 +8%
WWM
1256
Windsor Wealth Management
Indiana
$354K -$1.11M -7,837 -74%
HPWM
1257
Highland Private Wealth Management
Washington
$351K +$176K +1,247 +88%
SouthState Corp
1258
SouthState Corp
Florida
$350K +$2.4K +17 +0.6%
MWP
1259
Madison Wealth Partners
Wisconsin
$349K -$99.6K -706 -21%
IP
1260
Ignite Planners
California
$349K +$2.4K +17 +0.7%
Atlantic Union Bankshares
1261
Atlantic Union Bankshares
Virginia
$348K – – –
CCFCSB
1262
Cape Cod Five Cents Savings Bank
Massachusetts
$347K +$15.5K +110 +4%
SWA
1263
Sightline Wealth Advisors
Connecticut
$346K +$21K +149 +6%
AWS
1264
AJ Wealth Strategies
New York
$345K – – –
FBFS
1265
First Business Financial Services
Wisconsin
$345K – – –
FWM
1266
FSA Wealth Management
Massachusetts
$344K -$190K -1,346 -34%
RIL
1267
Rothschild Investment LLC
Illinois
$344K +$42.3K +300 +13%
AFG
1268
Allegheny Financial Group
Pennsylvania
$344K +$177K +1,255 +93%
GSB
1269
Greenfield Savings Bank
Massachusetts
$344K +$368K +2,610 New
Procyon Advisors
1270
Procyon Advisors
Connecticut
$341K -$394K -2,793 -52%
CAM
1271
Cidel Asset Management
Ontario, Canada
$340K – – –
GIA
1272
GHP Investment Advisors
Colorado
$340K +$252K +1,789 +226%
MP
1273
McDonald Partners
Ohio
$339K – – –
FWP
1274
FAS Wealth Partners
Kansas
$337K +$30.8K +218 +9%
GW & Wade
1275
GW & Wade
Massachusetts
$337K +$40.2K +285 +13%